See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,592 | $58,234-30.3% | $81,783-50.4% | $80,874-49.8% |
| Participation rate | 40.6% | 63.4%-22.9pp | 72.4%-31.8pp | 67.6%-27.1pp |
| Annual return | 14.26% | 41.70%-27.4pp | 775.05%-760.8pp | 35.62%-21.4pp |
| Employer contribution / active EE | $594 | $2,341-74.6% | $2,913-79.6% | $2,756-78.5% |
| Participant deferral / active EE | $1,509 | $3,283-54.0% | $4,320-65.1% | $4,297-64.9% |
| Admin fee / account holder | $3,632 | $4,982-27.1% | $7,380-50.8% | $6,935-47.6% |